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iShares Russell 2000 ETF

2,035 hedge funds and large institutions have $72.2B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 838 increasing their positions, 553 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 361 | Existing positions closed: 106

52% more repeat investments, than reductions

Existing positions increased: 838 | Existing positions reduced: 553

12% more funds holding

Funds holding: 1,8142,035 (+221)

6% more funds holding in top 10

Funds holding in top 10: 214226 (+12)

1% less capital invested

Capital invested by funds: $72.9B → $72.2B (-$748M)

4.06% less ownership

Funds ownership: 108.17%104.1% (-4.1%)

47% less call options, than puts

Call options by funds: $32.4B | Put options by funds: $60.8B

Holders
2,035
Holders Change
+221
Holders Change %
+12.18%
% of All Funds
31.31%
Holding in Top 10
226
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+5.61%
% of All Funds
3.48%
New
361
Increased
838
Reduced
553
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Change in
Stake
FC
851
FCA Corp
Texas
$1.97M -$1.59M -7,045 -44%
JF
852
Jump Financial
Illinois
$1.96M -$31.9M -140,959 -94%
SHJ
853
Sharkey, Howes & Javer
Colorado
$1.95M
TCWM
854
Total Clarity Wealth Management
Illinois
$1.95M +$1.57M +6,935 +375%
ESB
855
Essex Savings Bank
Connecticut
$1.95M +$1.81K +8 +0.1%
FPCP
856
Fort Point Capital Partners
California
$1.95M -$89.5K -396 -4%
RWM
857
RKL Wealth Management
Pennsylvania
$1.94M -$20.1K -89 -1%
Chevy Chase Trust
858
Chevy Chase Trust
Maryland
$1.94M -$164K -724 -8%
DZ Bank
859
DZ Bank
Germany
$1.93M
SRC
860
Shufro Rose & Co
New York
$1.93M +$656K +2,903 +50%
CG
861
Corundum Group
Colorado
$1.91M +$254K +1,124 +15%
WCF
862
West Coast Financial
California
$1.91M -$44.1K -195 -2%
WP
863
WealthPLAN Partners
Nebraska
$1.91M +$137K +607 +7%
CTC
864
Central Trust Company
Missouri
$1.91M +$464K +2,052 +32%
EDRH
865
Edmond de Rothschild Holding
Switzerland
$1.9M +$282K +1,249 +17%
EGA
866
E&G Advisors
Texas
$1.89M +$479K +2,118 +33%
AAIM
867
American Assets Investment Management
California
$1.89M +$1.92M +8,500 New
CPSAC
868
Chas P. Smith & Associates (CPS)
Florida
$1.89M
TWM
869
Tradition Wealth Management
Minnesota
$1.88M +$167K +740 +10%
ZB
870
Zions Bancorporation
Utah
$1.87M +$26K +115 +1%
AO
871
Advisor OS
Illinois
$1.86M +$3.84K +17 +0.2%
SHFA
872
SC&H Financial Advisors
Maryland
$1.85M +$1.88M +8,326 New
AIM
873
Alhambra Investment Management
Florida
$1.85M +$153K +676 +9%
EWM
874
Empirical Wealth Management
Washington
$1.83M +$714K +3,158 +62%
SB
875
Strategic Blueprint
Georgia
$1.83M -$986K -4,362 -35%

IWM Hedge Fund Activity: Q4 2021 in Review

2,035 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2021, worth a combined $72.2B — down 1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 361 funds opened new IWM positions and 106 closed out — a net gain of 255 holders — while 838 added to existing stakes and 553 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $358M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.21B.

  • 2,035 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2021, up from 1,814 in Q3 2021.
  • Funds reported $72.2B of iShares Russell 2000 ETF stock for Q4 2021, down 1% quarter-over-quarter.
  • 361 funds opened new iShares Russell 2000 ETF positions in Q4 2021 and 106 closed out, a net change of +255 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2021 was Bank of Nova Scotia, an estimated $358M added.
  • The largest iShares Russell 2000 ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $1.21B sold.

Based on aggregated 13F filings for Q4 2021.